WTMF vs SCJ

Comparison between WISDOMTREE MANAGED FUTURES STRATEGY FUND (WTMF, ETF) and ISHARES MSCI JAPAN SMALL-CAP ETF (SCJ, ETF).

5-Year PerformanceSCJ has outperformed WTMF, delivering a return of +7.8% compared to +6.3%

WTMF vs SCJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTMF(ETF)	SCJ(ETF)
Net Assets	$234M	$234M
Expense Ratio	0.66%	0.50%
Max Drawdown	40.86%	43.68%
Sharpe Ratio	1.43	1.41
5Y Beta	0.29	0.59
5Y Dividends CAGR	55.87%	24.04%

Net Assets

Winner

WTMF

$234M

SCJ

$234M

Expense Ratio

WTMF

0.66%

Winner

SCJ

0.50%

Max Drawdown

Winner

WTMF

40.86%

SCJ

43.68%

Sharpe Ratio

Winner

WTMF

1.43

SCJ

1.41

5Y Beta

Winner

WTMF

0.29

SCJ

0.59

5Y Dividends CAGR

Winner

WTMF

55.87%

SCJ

24.04%

WTMF vs SCJ - Holdings Comparison

WTMF and SCJ have 0 common holdings. Overlap is 0.00%

WTMF's top 25 holdings weight is 16.78%. SCJ's top 25 holdings weight is 13.69%.

Rank	WTMF	SCJ
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 16.78%	KOKUSAI ELECTRIC CORP (n/a) - 1.08%
#2	N/A	SUMCO CORP (n/a) - 0.86%
#3	N/A	ROHM CO LTD (n/a) - 0.76%
#4	N/A	NITERRA CO LTD (n/a) - 0.70%
#5	N/A	TAIYO YUDEN CO LTD (n/a) - 0.69%
#6	N/A	NGK CORP (n/a) - 0.65%
#7	N/A	SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.62%
#8	N/A	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.59%
#9	N/A	FUKUOKA FINANCIAL GROUP INC (n/a) - 0.57%
#10	N/A	MEBUKI FINANCIAL GROUP INC (n/a) - 0.57%
#11	N/A	YASKAWA ELECTRIC CORP (n/a) - 0.56%
#12	N/A	FOOD & LIFE COMPANIES LTD (n/a) - 0.55%
#13	N/A	TOTO LTD (n/a) - 0.51%
#14	N/A	SOJITZ CORP (n/a) - 0.51%
#15	N/A	NIPPON EXPRESS HOLDINGS INC (n/a) - 0.50%
#16	N/A	KYOTO FINANCIAL GROUP INC (n/a) - 0.49%
#17	N/A	MISUMI GROUP INC (n/a) - 0.48%
#18	N/A	NISSAN CHEMICAL CORP (n/a) - 0.47%
#19	N/A	HORIBA LTD (n/a) - 0.47%
#20	N/A	OMRON CORP (n/a) - 0.46%
#21	N/A	DENTSU GROUP INC (n/a) - 0.32%
#22	N/A	MITSUBISHI GAS CHEMICAL CO INC (n/a) - 0.32%
#23	N/A	TISI INC (n/a) - 0.32%
#24	N/A	TOKYO SEIMITSU CO LTD (n/a) - 0.32%
#25	N/A	KANDENKO CO LTD (n/a) - 0.32%
Total Holdings	1	719

WTMF vs SCJ - Historical Returns

Returns include dividend reinvestment.

Period	WTMF	SCJ
1 month	-0.99%	-1.07%
3 months	+1.61%	+6.24%
6 months	+6.10%	+10.63%
1 year	+18.09%	+28.48%
5 years(CAGR)	+6.25%	+7.76%
10 years(CAGR)	+3.39%	+7.67%
Max(CAGR)	+1.09%	+6.05%

Winner

WTMF

-0.99%

SCJ

-1.07%

WTMF

+1.61%

Winner

SCJ

+6.24%

WTMF

+6.10%

Winner

SCJ

+10.63%

WTMF

+18.09%

Winner

SCJ

+28.48%

5Y(CAGR)

WTMF

+6.25%

Winner

SCJ

+7.76%

10Y(CAGR)

WTMF

+3.39%

Winner

SCJ

+7.67%

Max(CAGR)

WTMF

+1.09%

Winner

SCJ

+6.05%

WTMF vs SCJ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	WTMF	SCJ
2026	+7.43%	+14.92%
2025	+12.00%	+29.72%
2024	+3.25%	+4.07%
2023	+16.16%	+13.15%
2022	-5.84%	-12.73%
2021	+9.42%	-1.35%
2020	+0.34%	+6.59%
2019	-3.05%	+15.64%
2018	+0.42%	-17.56%
2017	-2.34%	+30.79%
2016	-1.33%	+9.93%
2015	-4.15%	+14.88%
2014	+5.80%	-1.33%
2013	+2.34%	+21.89%
2012	-10.22%	+3.63%
2011	-8.52%	-5.38%
2010	N/A	+15.88%
2009	N/A	+3.32%
2008	N/A	-20.70%
2007	N/A	-1.38%

WTMF vs SCJ Drawdown Comparison

The maximum drawdown for WTMF was -30.78%, occurring on Jun 8, 2020. Recovery took 3620 trading sessions.

The maximum drawdown for SCJ was -43.52%, occurring on Oct 10, 2008. Recovery took 684 trading sessions.

The current WTMF drawdown is -0.99%. The current SCJ drawdown is -3.61%.

Rank	WTMF	SCJ
#1	-30.78% Apr 29, 2011 - Sep 22, 2025	-43.52% May 16, 2008 - Feb 3, 2011
#2	-4.04% Jan 15, 2026 - Feb 25, 2026	-38.86% Jan 26, 2018 - Feb 8, 2021
#3	-3.66% Mar 4, 2011 - Apr 5, 2011	-33.24% Sep 13, 2021 - May 23, 2025
#4	-3.01% Mar 17, 2026 - Apr 13, 2026	-19.37% Feb 28, 2011 - Jul 21, 2011
#5	-2.51% May 14, 2026 - Jun 17, 2026	-15.45% May 8, 2013 - Oct 17, 2013
#6	-2.27% Jun 22, 2026 - Jun 29, 2026	-15.43% Jul 22, 2011 - Mar 1, 2013
#7	-2.04% Nov 12, 2025 - Nov 28, 2025	-13.94% Aug 10, 2015 - Apr 18, 2016
#8	-1.98% Feb 9, 2011 - Feb 28, 2011	-13.50% Jan 2, 2008 - May 15, 2008
#9	-1.54% Jan 12, 2011 - Feb 1, 2011	-12.35% Jul 28, 2014 - Mar 20, 2015
#10	-1.47% Oct 8, 2025 - Oct 15, 2025	-12.17% Feb 27, 2026 - Jun 22, 2026
#11	-1.45% Oct 28, 2025 - Nov 12, 2025	-9.33% Jan 22, 2014 - Jun 18, 2014
#12	-1.17% Dec 26, 2025 - Jan 5, 2026	-7.61% Mar 19, 2021 - Sep 3, 2021
#13	-1.15% Sep 22, 2025 - Oct 1, 2025	-6.34% Oct 22, 2013 - Jan 21, 2014
#14	-1.03% Mar 2, 2026 - Mar 10, 2026	-6.01% Sep 16, 2025 - Dec 15, 2025
#15	-0.83% Feb 2, 2011 - Feb 9, 2011	-5.32% Jun 26, 2015 - Aug 10, 2015

Correlation

Correlation between WTMF and SCJ is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2007 - 2026)

WTMF vs SCJ dividend yield comparison.

Year	WTMF	SCJ
2026	0.00%	0.88%
2025	3.04%	3.14%
2024	3.57%	1.79%
2023	4.74%	1.99%
2022	5.29%	1.18%
2021	14.71%	1.87%
2020	0.47%	0.89%
2019	1.63%	1.85%
2018	3.59%	1.44%
2017	0.00%	1.45%
2016	0.00%	2.73%
2015	0.00%	1.53%
2014	0.00%	2.31%
2013	0.00%	1.85%
2012	0.00%	2.88%
2011	1.73%	2.48%
2010	0.00%	1.92%
2009	0.00%	2.08%
2008	0.00%	1.45%
2007	0.00%	0.04%